Document storage in CiviCRM

Functionality

• Store Documents on the Contact Card
• A Document can be linked to more than one Contact
• Version management with a Document
• Custom search to find Documents

Technical background

There is an entity CRM_Documents_Entity_Document which contains all the information for a Document. E.g. the linked Contact ID's. Every Document contains one or more CRM_Documents_Entity_DocumentVersion for a version of the document. A Document version contains a link to the file which is a civicrm_entity_file item.

Hooks

See available hooks for the documentation of the hooks in this extension

Drupal modules

This extension includes two Drupal modules

• views_civicrm_documents
• webform_civicrm_documents

Roadmap

Next beta release

• Search Document by case type
• Store the user context upon search (e.g. for going back on a edit form)
• Removing Document on a merge of duplicate Contacts

Future (dreaming)

• Add file type icons (such as pdf/doc etc...)
• Add tagging to to a Document
• Search with Tags
• Add hooks for linking Documents to custum entities (e.g. campaigns)
• Add a connection with ownCloud for interacting with Documents
• Add functionality to work together on a Document with the webODF functionality